DAUBLE+WORTHINGTON EQUITY PORTFOLIOS

DAUBLE+WORTHINGTON EQUITY PORTFOLIOS is an SEC-registered investment adviser (CRD 148530). Regulatory assets under management: $9.0M.

Registration

• CRD: 148530
• Type: Registered investment adviser
• Phone: 812-401-8700
• Latest filing: 2026-02-04
• Regulatory AUM: $9.0M
• Discretionary AUM: $9.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search